Total Active Projects

+12%

Revenue Realized

Advance Confirmed

Tasks Pending QA

Needs Audit

Tasks in Retect Loop

Requires Revision

Current Project Phase Workflow

1

CRM & Sales Sales Order

2

Finance Deposit Advance Invoice

3

Project Planning Milestone Dates

4

Execution & QA Consultancy Tasks

5

Completion Certificate

Client: • Status:

Workflow Completion

Audit Trail Logs

CRM Sales Pipeline & Estimator

Log client enquiries, configure RFQs, generate project proposals, and issue sales orders.

1. Enquiries

2. RFQ / Estimations

3. Proposals

4. Sales Orders

Log New Enquiry

Client Name

Company Name

Email Contact

Project Requirements

Configure RFQ Details

Consultancy Project Type

Estimation Cost ($)

Data Gathering / Specifications Notes

Compile Commercial Proposal

Proposal Submitter / Owner

Total Cost Proposal ($)

Commercial Terms / Milestones

Total Outstanding Invoices

Total Paid Revenue

Advance payments locked

Transactional Ledger & Invoices

Invoice No	Project Name	Type	Amount	Status	Actions
					Closed

Human Resource & Resource Allocation Management

Manage consultant directories, review resource allocations, and process leave requests.

Consultant Directory

Name	Specialization	Department	Rate	Projects	Allocation

Leave Requests Log

Add New Consultant / Employee

Consultant Name

Email Contact

Department

Billing Rate ($/hr)

Consultancy Role / Title

Log Absence / Leave Request

Employee / Consultant

Start Date

End Date

Absence Reason

PMO Consultancy Planning

Establish milestones, resource targets, and start/end dates for the three core execution lanes.

Pricing Consultancy

Task focuses on estimating cost margins, operational budgets, and resource allocation models.

Start Date

End Date

Assigned Consultant

Project Management

Deals with scheduling, cross-department coordination, client feedback, and milestone reporting.

Start Date

End Date

Assigned PM

Feasibility Study

Focuses on technical constraints, environmental compliance, safety assessments, and resource viability.

Start Date

End Date

Lead Analyst

Execution Phase Authorization Status

Finance Lock Active: The client's Advance payment invoice must be confirmed as paid in the Finance tab before these execution tasks can be finalized or submitted.

Quality Assurance Audit Center

Review submitted consultancy tasks. Approve deliverables or reject for immediate re-test loop (`Retect`).

QA Queue Empty

No execution tasks are currently awaiting quality inspection.

Tasks Pending Verification

Before closing the project and issuing the final Certificate of Achievement, all three consultancy execution streams must be approved by QA:

Project Closure & Report

Log project retrospective notes, finalize lessons learned, and confirm closure.

Lessons Learned Retrospective

Executive Project Review Summary